At True Wealth, we can handle your tax preparation needs whether you are an individual or a small business. We have highly qualified tax professionals and straight-forward pricing to take the tax worry away.
There's no need to go to the high-priced CPA firm and overpay or go to the cheap tax service with less-than-qualified staffers. At True Wealth, we strike the right balance to deliver great service and advice at a reasonable price.
Individual tax return pricing levels are shown below. For new clients, pricing levels will be specified up front. Businesses will receive a customized engagement letter. Schedule your consultation today.
|1040||Level 1||Level 2||Level 3|
|Monthly Pricing* (starting at)||$199||$349||$549|
|# of Tax Documents / Forms to Process||Few||Moderate||Many|
|Itemized Deductions (Schedule A)||None||Maybe||Yes|
|Interest & Dividends (Schedule B)||None / Limited||Maybe||Yes|
|Investment Transactions (Schedule D)||None||Maybe||Yes|
|Business or Rental Income (Schedule C, E)||None||May have simple business or a rental property||May have business or a rental properties|
|State||None or simple||None or moderate complexity||None or increasing complexity; multiple states possible|
|City||None or simple||None or moderate complexity||None or increasing complexity; multiple states possible|
|Estimated Tax Vouchers / Underpayment Penalty||None||Maybe||Maybe|
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